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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,516 | $61,391-30.7% | $149,723-71.6% | $71,529-40.6% |
| Participation rate | 27.2% | 62.5%-35.3pp | 78.8%-51.5pp | 67.9%-40.7pp |
| Annual return | 17.10% | 35.88%-18.8pp | 134.50%-117.4pp | 28.97%-11.9pp |
| Employer contribution / active EE | $348 | $2,384-85.4% | $4,821-92.8% | $2,590-86.6% |
| Participant deferral / active EE | $877 | $2,921-70.0% | $5,682-84.6% | $4,291-79.6% |
| Admin fee / account holder | $5,642 | $1,264+346.3% | $13,215-57.3% | $1,588+255.2% |